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Disclosery

D.A. DAVIDSON & CO.: PFO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on PFO, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 89,474 PFO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,474 shares
    Change vs previous 13F +4,159 shares

    <0.01% of the 13F portfolio, value $826,747.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 85,315 shares
    Change vs previous 13F -181 shares

    <0.01% of the 13F portfolio, value $771,256.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 85,496 shares
    Change vs previous 13F -2,519 shares

    <0.01% of the 13F portfolio, value $807,943.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 88,015 shares
    Change vs previous 13F +10,787 shares

    0.01% of the 13F portfolio, value $858,156.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 77,228 shares
    Change vs previous 13F +13,701 shares

    0.01% of the 13F portfolio, value $714,360.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 63,527 shares
    Change vs previous 13F -2,022 shares

    <0.01% of the 13F portfolio, value $585,728.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 65,549 shares
    Change vs previous 13F -1,885 shares

    <0.01% of the 13F portfolio, value $590,600.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 67,434 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $634,558.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).